Ashley Copp, CFA
Wealth Management Advisor, PartnerAshley@WeatherlyAssetMgt.com
Ashley Copp joined Weatherly Asset Management in 2010 and became a partner of the firm in 2016. Ashley is dedicated to providing high-quality comprehensive services and financial advice to current and prospective clients. She strives to establish and maintain meaningful interactive relationships while delivering thorough financial reviews.
She works closely with clients to understand each individual’s financial situation, addressing their goals and concerns through detailed financial planning and strategy implementation. She is committed to delivering creative solutions with excellent communication to guide clients during all phases of their financial lives. She conducts research, performance attribution, and portfolio analysis as part of the WAM investment committee. Ashley assists clients in conjunction with outside professionals throughout the estate administration process to ensure financial goals are achieved in an efficient manner while maintaining comfort and clarity. Her role also includes charitable giving strategies for Weatherly clients and the firm, encompassing tax and legacy planning. Lastly, Ashley is committed to the growth and development of the firm and Weatherly team members.
Certifications and Education Requirements
Ashley received her B.A. degree in Business Administration from Pepperdine University, graduating cum laude.
License(s): Series 65 D
Ashley is a Chartered Financial Analyst® B1 charterholder, a member of the CFA Institute B3, and a member of the Chartered Financial Analyst Society of San Diego B3.
She is a member of the San Diego Women’s Foundation # (SDWF), and a Finance Committee Member yy for the San Diego Humane Society.
Awards and Accomplishments
Five-Star Best Personal Wealth Manager Award
San Diego Magazine’s 2017 Woman of the Year Award Nominee
For more information about educational requirements, professional certifications, and professional designations, click here.